See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,286 | $217,402-58.0% | $185,823-50.9% | $167,490-45.5% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 15.37% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,570 | $5,873-39.2% | $5,167-30.9% | $4,837-26.2% |
| Participant deferral / active EE | $4,739 | $6,356-25.4% | $5,568-14.9% | $6,341-25.3% |
| Admin fee / account holder | $33 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |